Capital Asleep at the Wheel: Neglected Opportunities in Small Companies 14 August 2024 Discover why small-cap investing presents a unique opportunity in today's market. Learn how passive shifts, asset manager concentration, and sell-side declines have created a fertile ground for value investors in the small-cap space. (6 min read) Read
Tidbits for Temperament 6 June 2024 Patience is key in investing. Our latest musings on small company investing explore how deep business understanding and nuanced earnings insights can help us stay rational during challenging times and periods of unexpected strength. (4 min read) Read
Reflecting on Investment Outcomes: What Can We Learn from Successes and Mistakes? 7 May 2024 Gain insights from portfolio manager Aaron Monroe, CFA, as he reflects on investment outcomes, exploring successes and mistakes in navigating the small company universe. (5 min read) Read